Fund HoldingsV-Square Quantitative Management LLC

Total Portfolio Value
$680.76M
Total Bought
$97.48M
Total Sold
$38.72M
Net Transaction
+$58.75M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Microsoft Corp(MSFT)116,704131,031+14,32752,16156,3838.28%+4,222
NVIDIA Corp(NVDA)453,579492,427+38,84856,03559,8008.78%+3,765
Tesla Inc(TSLA)43,19644,990+1,7948,54811,7711.73%+3,223
Meta Platforms Inc(META)4,1977,228+3,0312,1164,1380.61%+2,021
Broadcom Inc(AVGO)2,60332,381+29,7784,1795,5860.82%+1,407
TE Connectivity PLC(TEL)08,793+8,79301,3280.20%+1,328
Mastercard Inc(MA)015,801+15,80107,8031.15%+7,803
Visa Inc(V)030,533+30,53308,3951.23%+8,395
Johnson & Johnson(JNJ)045,541+45,54107,3801.08%+7,380
UnitedHealth Group Inc(UNH)05,346+5,34603,1260.46%+3,126
Procter & Gamble Co/The(PG)046,270+46,27008,0141.18%+8,014
Coca-Cola Co/The(KO)68,78874,684+5,8964,3785,3670.79%+988
Salesforce Inc(CRM)021,868+21,86805,9850.88%+5,985
General Electric Co(GE)16,87919,364+2,4852,6833,6520.54%+968
Accenture PLC
SHS CLASS A
013,865+13,86504,9010.72%+4,901
IBM(IBM)015,930+15,93003,5220.52%+3,522
Home Depot Inc/The(HD)015,250+15,25006,1790.91%+6,179
Eli Lilly & Co(LLY)12,90214,168+1,26611,68112,5521.84%+871
Costco Wholesale Corp(COST)01,209+1,20901,0720.16%+1,072
Caterpillar Inc(CAT)08,940+8,94003,4970.51%+3,497
McDonald's Corp(MCD)09,799+9,79902,9840.44%+2,984
Trane Technologies PLC(TT)8,3718,935+5642,7533,4730.51%+720
NIKE Inc(NKE)027,106+27,10602,3960.35%+2,396
Progressive Corp/The(PGR)010,731+10,73102,7230.40%+2,723
Texas Instruments Inc(TXN)18,19720,349+2,1523,5404,2030.62%+664
Morgan Stanley(MS)28,89333,243+4,3502,8083,4650.51%+657
Linde PLC(LIN)09,412+9,41204,4880.66%+4,488
AbbVie Inc(ABBV)010,764+10,76402,1260.31%+2,126
Oracle Corp(ORCL)010,871+10,87101,8520.27%+1,852
Ferguson Enterprises Inc(FERG)02,968+2,96805890.09%+589
PayPal Holdings Inc(PYPL)17,24020,305+3,0651,0001,5840.23%+584
Netflix Inc(NFLX)03,013+3,01302,1370.31%+2,137
ServiceNow Inc(NOW)04,099+4,09903,6660.54%+3,666
Goldman Sachs Group Inc/The(GS)01,547+1,54707660.11%+766
S&P Global Inc(SPGI)06,334+6,33403,2720.48%+3,272
American Tower Corp(AMT)010,089+10,08902,3460.34%+2,346
Union Pacific Corp(UNP)011,367+11,36702,8020.41%+2,802
Danaher Corp(DHR)15,19615,553+3573,7974,3240.64%+527
Verizon Communications Inc(VZ)075,095+75,09503,3730.50%+3,373
AT&T Inc(T)115,326123,478+8,1522,2042,7170.40%+513
Bristol-Myers Squibb Co(BMY)043,632+43,63202,2580.33%+2,258
United Rentals Inc(URI)02,184+2,18401,7680.26%+1,768
Lowe's Cos Inc(LOW)09,738+9,73802,6380.39%+2,638
Prologis Inc(PLD)020,823+20,82302,6300.39%+2,630
PepsiCo Inc(PEP)018,688+18,68803,1780.47%+3,178
Thermo Fisher Scientific Inc(TMO)02,424+2,42401,4990.22%+1,499
Welltower Inc(WELL)16,84217,220+3781,7562,2050.32%+449
Gilead Sciences Inc(GILD)027,174+27,17402,2780.33%+2,278
Intercontinental Exchange Inc(ICE)09,538+9,53801,5320.23%+1,532
Cisco Systems Inc(CSCO)23,76029,515+5,7551,1291,5710.23%+442
MercadoLibre Inc(MELI)754819+651,2391,6810.25%+441
Carrier Global Corp(CARR)017,289+17,28901,3920.20%+1,392
NextEra Energy Inc(NEE)15,68118,274+2,5931,1101,5450.23%+434
Comcast Corp(CCZ)089,025+89,02503,7190.55%+3,719
Smurfit WestRock PLC(SW)08,596+8,59604250.06%+425
Deere & Co(DE)4,2854,854+5691,6012,0260.30%+425
Equinix Inc(EQIX)02,184+2,18401,9390.28%+1,939
Blackrock Finance Inc(BLK)02,495+2,49502,3690.35%+2,369
Edison International(EIX)23,87724,296+4191,7152,1160.31%+401
Fiserv Inc(FISV)011,813+11,81302,1220.31%+2,122
Booking Holdings Inc(BKNG)0608+60802,5610.38%+2,561
Alphabet Inc(GOOG)64,08572,669+8,58411,75412,1501.78%+395
DR Horton Inc(DHI)6,0796,555+4768571,2500.18%+394
Zoetis Inc(ZTS)011,575+11,57502,2620.33%+2,262
Marsh & McLennan Cos Inc(MRSH)13,02114,031+1,0102,7443,1300.46%+386
3M Co(MMM)08,832+8,83201,2070.18%+1,207
Intuitive Surgical Inc03,523+3,52301,7310.25%+1,731
Chevron Corp(CVX)6,0368,977+2,9419441,3220.19%+378
Cintas Corp(CTAS)1,6257,356+5,7311,1381,5140.22%+377
eBay Inc(EBAY)15,06118,146+3,0858091,1810.17%+372
WW Grainger Inc(GWW)01,919+1,91901,9930.29%+1,993
Keysight Technologies Inc(KEYS)12,31112,842+5311,6842,0410.30%+357
HCA Healthcare Inc(HCA)03,741+3,74101,5200.22%+1,520
Constellation Energy Corp(CEG)03,043+3,04307910.12%+791
Target Corp(TGT)011,374+11,37401,7730.26%+1,773
O'Reilly Automotive Inc(ORLY)1,0861,274+1881,1471,4670.22%+320
PulteGroup Inc(PHM)06,093+6,09308750.13%+875
T-Mobile US Inc(TMUS)06,346+6,34601,3100.19%+1,310
Philip Morris International In(PM)04,144+4,14405030.07%+503
Alibaba Group Holding Ltd(BABA)08,925+8,92509470.14%+947
State Street Corp(STT)09,129+9,12908080.12%+808
QUALCOMM Inc(QCOM)5,9268,672+2,7461,1801,4750.22%+294
Johnson Controls International
SHS
015,397+15,39701,1950.18%+1,195
Copart Inc(CPRT)013,880+13,88007270.11%+727
Uber Technologies Inc(UBER)013,545+13,54501,0180.15%+1,018
Illinois Tool Works Inc(ITW)05,900+5,90001,5460.23%+1,546
Pfizer Inc(PFE)47,33755,688+8,3511,3241,6120.24%+287
Cummins Inc(CMI)03,300+3,30001,0690.16%+1,069
CBRE Group Inc(CBRE)07,891+7,89109820.14%+982
Altria Group Inc(MO)12,21316,451+4,2385568400.12%+283
DoorDash Inc(DASH)6,4746,909+4357049860.14%+282
Crowdstrike Holdings Inc(CRWD)6831,923+1,2402625390.08%+278
Ross Stores Inc(ROST)03,333+3,33305020.07%+502
Crown Castle Inc(CCI)09,423+9,42301,1180.16%+1,118
Parker-Hannifin Corp(PH)01,226+1,22607750.11%+775
Palantir Technologies Inc(PLTR)07,133+7,13302650.04%+265
Nasdaq Inc(NDAQ)012,363+12,36309030.13%+903
Walt Disney Co/The(DIS)033,923+33,92303,2630.48%+3,263
Kroger Co/The(KR)022,472+22,47201,2880.19%+1,288
Stryker Corp(SYK)05,396+5,39601,9490.29%+1,949
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